See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,383 | $150,440-75.2% | $136,294-72.6% | $147,584-74.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.95% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,510 | $5,256-52.3% | $4,695-46.6% | $4,876-48.5% |
| Participant deferral / active EE | $5,540 | $6,630-16.5% | $6,247-11.3% | $5,439+1.9% |
| Admin fee / account holder | $13,205 | $10,905+21.1% | $9,243+42.9% | $10,885+21.3% |